Learn the Features

Watch tutorial videos how to use the features of Xero – cloud accounting software

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Managing contacts

Over time, your list of customers, suppliers and contacts will grow. To keep things organised, your accounting software can become the central hub for all your business connections. This video tutorial shows you how to use the Contacts function in Xero.

Expense Claims

In this video learn how to manage expense claims online with Xero.

Cash Coding

With the help of auto-suggestion, matching and bank rules, reconciling in Xero is pretty fast. We also have what we call Cash Coding, a tool which allows the bulk processing of an entire bank statement – or even a whole year’s worth of statements – in a single swoop. This video tutorial runs through how to use Cash Coding in Xero accounting software.

Chart of Accounts

With desktop accounting software, accountants and their clients typically work from separate systems and separate ledgers – even for the same business! Now with Xero’s single ledger, both accountants and their clients can access the same set of data in the cloud for a real-time view of the business financials. This video tutorial takes a closer look at the backbone of the single ledger in Xero – the Chart of Accounts.

Adding New Users

With Xero accounting software, multiple users can access the same set of data in the cloud at the same time, from any device. This video tutorial shows you how to invite new users and set up the appropriate level of access.

Reporting

“With Xero you can view and share interactive reports and budgets – all prepared in a single click. Both accountants and businesses have a real-time view of the financials, anytime, from anywhere. Check out this video tutorial and explore the report centre to see how Xero accounting software helps you keep your business finances on track throughout the year.”

Files for Xero

Upload documents to support your financial data in Xero – expenses, fixed assets, invoices, contacts – simply drag and drop onto a transaction or your Xero Files inbox.

Purchase Orders

Purchase Orders in Xero will help put you in control of purchasing from your suppliers, so you both know exactly what’s been ordered, the agreed cost, and when and where it should be delivered. This video will teach you everything you need to know to start using Xero today to manage purchase orders for your business.

Purchase Bills

Managing your bills in Xero accounting software helps you stay organised, manage cashflow and pay your suppliers on time. This video tutorial shows you how it’s done!

Online Invoices

With Xero accounting software, the sales process is a breeze – invoicing your clients and getting paid is a fast and seamless process. This video tutorial runs through how this process works and how to use the sales dashboard in Xero.

Setting Up Bank Feeds

Learn how to set up a bank feed to help automate your transaction entry and bank reconciliation in Xero.

Banking in Xero

This video tutorial shows you how to reconcile the bank using Xero accounting software. Xero is designed to automatically import your bank, credit card and PayPal transactions using bank feeds to make reconciling your bank accounts faster and easier.

The Dashboard

There are countless things to keep track of when you’re running a small business. But with the Xero Dashboard, you can easily see your overall business performance at a glance. You can also keep a close eye on key financials from your Chart of Accounts. This video tutorial shows you how to get the most of the Dashboard in Xero accounting software.

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(714) 473-8821 (866) 398-3308 info@taxsmartinc.com

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Tax Season Hours
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